Berkshire Capital Holdings’s Western Digital WDC Stock Holding History

Berkshire Capital Holdings’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.1M	Buy	36,120 +36,110	+361,100%	+$17.6M	4.99%	6
2026 Q1	$2.71K	Hold	10	–	–	﹤0.01%	53
2025 Q4	$1.72K	Hold	10	–	–	﹤0.01%	60
2025 Q3	$1.2K	Hold	10	–	–	﹤0.01%	73
2025 Q2	$640	Hold	10	–	–	﹤0.01%	86
2025 Q1	$404	Sell	10 -3	-23%	-$142	﹤0.01%	84
2024 Q4	$596	Hold	13	–	–	﹤0.01%	83
2024 Q3	$683	Sell	13 -130,686	-100%	-$6.6M	﹤0.01%	71
2024 Q2	$7.49M	Buy	+130,699	New	+$7.25M	3.03%	16
2020 Q4	–	Sell	-13	Closed	–	–	78
2020 Q3	$0	Hold	13	–	–	﹤0.01%	70
2020 Q2	$0	Hold	13	–	–	﹤0.01%	62
2020 Q1	$0	Buy	+13	New	+$576	﹤0.01%	57

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Capital Holdings's WDC Position: Q2 2026 in Review

Berkshire Capital Holdings increased its Western Digital (WDC) stake by 361,100% in Q2 2026, buying an estimated $17.6M and bringing the position to 36,120 shares worth $23.1M. The position accounts for 4.99% of the portfolio, ranked #6.

Berkshire Capital Holdings first reported a position in WDC in Q1 2020 and has held it in 12 quarters since. 1,852 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Berkshire Capital Holdings held 36,120 shares of Western Digital worth $23.1M as of Q2 2026.
Berkshire Capital Holdings bought 36,110 Western Digital shares in Q2 2026, an estimated $17.6M.
Western Digital made up 4.99% of Berkshire Capital Holdings's portfolio in Q2 2026, its #6 holding.
Berkshire Capital Holdings first reported a position in Western Digital in Q1 2020 and has held it in 12 quarters since.
1,852 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Berkshire Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.